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Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

POOL holding history

Pool Corp in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

POOL overviewAll 13F holders of POOLFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2021
Holdings of POOL by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−10−100.0%Sold outHolders
Q1 202310$3.42K<0.1%00.0%UnchangedHolders
Q4 202210$3.02K<0.1%−15−60.0%ReducedHolders
Q3 202225$8.00K<0.1%−60−70.6%ReducedHolders
Q2 202285$30.0K<0.1%−38−30.9%ReducedHolders
Q1 2022123$52.0K<0.1%+56+83.6%AddedHolders
Q4 202167$38.0K<0.1%00.0%UnchangedHolders
Q3 202167$29.0K<0.1%+37+123.3%AddedHolders
Q2 202130$14.0K<0.1%+30NewHolders